Posted on February 12, 2014
At the beginning of Bernanke’s reign, the Fed’s assets were $834.6 billion. Now, the balance sheet has grown to $4.1 trillion, a previously inconceivable size.
Posted on January 28, 2014
Junior venture companies in Canada are finally seeing a significant lift.
Posted on January 7, 2014
After three years of pain, can gold stocks break their losing streak and see a gain in 2014? History says chances are good.
Posted on December 18, 2013
Only a few years ago, we were contemplating the supply constraints facing the petroleum industry … now, with the disruptive technology in shale oil and gas, we may be looking forward to decades of drilling.
Posted on December 2, 2013
What I am thankful for.
Posted on November 26, 2013
If the sweeping economic reforms planned by Chinese leaders during the Third Plenum can be our guide, it looks to be a promising decade for global investors.
Posted on November 22, 2013
I like to put the negativity on gold into perspective.
Posted on November 19, 2013
While paper gold is getting the cold shoulder in the West, the Love Trade buyers in the East are wrapping their arms around all the physical gold they can get their hands on.
Posted on November 15, 2013
South Africa has pulled itself down to fifth place.
Posted on November 12, 2013
One contrarian idea these days is investing in resources. This is an unloved and underowned area of the market, but there is a case to be made for owning commodities.
Posted on November 5, 2013
While investors have been focusing on the strengthening U.S. market, we’ve also kept our eyes on other improving indicators happening in resources, Europe, and emerging markets.
Posted on October 29, 2013
Texas is quickly becoming the nation’s poster child of how companies, communities, and individuals flourish when allowed to operate under a more business-friendly atmosphere.
Posted on October 23, 2013
The S&P 500 Index has climbed a surprising 20 percent so far this year, as a global synchronized recovery takes shape and funds flow back to equities.
Posted on October 16, 2013
Sometimes the most attractive energy assets aren’t found in the ground. Rather, at times like today, they are listed on the stock exchange.
Posted on October 14, 2013
Our model tells us that the tipping point for gold is when real interest rates go above the 2-percent mark.
Posted on September 25, 2013
An additional “shade” investors need to be aware of is how the Fed interprets the recovery of the U.S. economy.
Posted on September 19, 2013
While Russia is a tough market to love and even easier to hate, the country is hard to ignore, says Tim Steinle, portfolio manager of the Emerging Europe Fund (EUROX).
Posted on September 10, 2013
Historically, September has been gold’s best month of the year.
Posted on September 3, 2013
The buzz about shale oil and gas is only getting louder.
Posted on August 20, 2013
The Love Trade shines on.
Posted on August 6, 2013
It’s not about the political party, it’s about the policies, both monetary and fiscal.
Posted on July 24, 2013
The bull market in commodities last decade was mainly a reflection of a sustained fall in the U.S. dollar.
Posted on July 16, 2013
Instead of trying to guess which commodity will outshine all others, we suggest diversifying across all commodities to try to smooth out the inherent volatility.
Posted on July 13, 2013
Once fixated on fixed income, investors are now making a mad dash for the door.
Posted on July 10, 2013
As the West flees the precious metal, another set of gold buyers has come forward with the aim to preserve wealth.
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